Beck Nygard, Cfp®
About Beck Nygard, Cfp®
Beck Nygard, CFP®, serves as the Senior Vice President Portfolio Manager at First Western Trust, where he has worked since 2024. He previously held positions at Charles Schwab, including Associate Financial Consultant and Vice President Financial Consultant, and he earned his Certified Financial Planner certification in March 2023.
Work at First Western Trust
Beck Nygard currently serves as the Senior Vice President Portfolio Manager at First Western Trust. He has been in this role for seven months, having joined the organization in 2024. Nygard transitioned to First Western Trust to engage in a full-service and family office model, focusing on comprehensive financial management for clients.
Previous Experience at Charles Schwab
Prior to his current position, Beck Nygard worked at Charles Schwab for a total of nine years. He held the role of Associate Financial Consultant from 2015 to 2019 and later served as Vice President Financial Consultant from 2019 to 2024. During his tenure, he developed expertise in financial consulting and client relationship management in Denver, Colorado.
Education and Certification
Beck Nygard earned a Bachelor of Science in Business Administration with a focus on Finance from the University of Denver, completing his studies from 2011 to 2015. In March 2023, he achieved the CERTIFIED FINANCIAL PLANNER™ certification, further enhancing his qualifications in financial planning and investment management.
Client Engagement and Financial Goals
Beck Nygard has a strong passion for engaging in meaningful conversations with clients about their financial goals, needs, and wants. His approach emphasizes understanding individual client circumstances to provide tailored financial solutions.